LCI Slashes 2026 RV Shipment Forecast, Guides Revenue Down to $3.9B–$4.1B
LCII sits 29% above its 52-week low of $84.33.
Summary
LCI Industries cut its 2026 North American RV wholesale shipment forecast to 280k–300k units and revenue guidance to $3.9–$4.1B, citing July sales of ~$315M — roughly 4% below July 2025. This follows the Q2 2026 report filed August 5, which showed margin improvement but flagged low RV demand. The guidance cut signals worsening end-market conditions for the RV supplier, directly hitting the top-line outlook. The company also declared a $1.15 quarterly dividend, payable September 4, which may provide some support but does not offset the negative revision. With the pending all-stock merger with Patrick Industries, the weaker demand backdrop raises questions about the combined entity's near-term revenue trajectory.
At the time of this announcement, LCII was trading at $108.80 on NYSE in the Manufacturing sector, with a market capitalization of approximately $2.6B. The 52-week trading range was $84.33 to $159.66. This news item was assessed with negative market sentiment and an importance score of 8 out of 10. Source: Wiseek News.